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> Microsoft is busy trying to kill Netscape. And it has a certain track record of being successful at those kind of things. So I wouldn’t write off Microsoft right now. But all I am trying to say is that no one is going to make money by selling browsers. I do think a lot of people are going to make money off the pipes, but that ain’t us. The pipe is going to be owned by the RBOCs. Pac Bell and all those guys are going to provide cheap ISDN lines into the home that come with a little box that turns it into Ethernet, and they are going to be impossible to compete with. But, as we’ve been talking about, the new Web set-up is just like the mainframe computing model, where all the apps will run off the server, and these will mostly be custom apps.

Microsoft tried and very nearly succeeded in replacing the open web with the ActiveX "information superhighway". If they had done so we might not yet have the smartphone-with-browser, due to the difficultly in implementing competing ActiveX implementations to run on it.

Lots of people making money off the pipes? Comcast.

New mainframe computing model with web apps? That's certainly arrived.

> As an example, I predict that by the end of this year, Microsoft will announce that it has a Visual Basic variant or deviant that it proposes as the Web-client language. And Sun and Microsoft will have a war. And Microsoft will put everything it has into that war, because if it can win, it will have killed Netscape along the way. Netscape will put everything it has into that war, because if it loses, it is in trouble. So I ask you, who will win that war? Probably Microsoft.

Everybody lost. Microsoft built IE6's fortress of incompatibility that it now struggles to get rid of, like that indestructible anti-aircraft tower in Berlin. Netscape went bust and open-sourced everything. Sun folded into Oracle. Java is now the annoying thing that you have to update while avoiding the Ask toolbar in the installer, and many people have banned it too from their browser. VBScript in the browser is dead.

Only Javascript remains.

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